Tag Archives: crm 2011

Is that an AMS in your pocket?

Associations can utilize smaller devices to bring their AMS (Association Management Software) to where their members are. Imagine having your entire association database on your smartphone or tablet as you walk around the Expo floor of your Annual Meeting. Imagine … Continue reading

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Does Your CRM Align with Your Process?

Defining a clear and winning sales process in CRM to increase sales From company products and services to new memberships at associations, business owners, executive directors, and managers are always looking for ways to increase sales. Increasingly, they are looking to new … Continue reading

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Would a Surgeon use a Swiss Army Knife

Focusing on tools and software that excel at core business needs for improved returns I guess depending on the surgery a surgeon could use a swiss army knife in a pinch. After all, didn’t Radar O’Reilly use his Tom Mix … Continue reading

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Privacy and Securing Sensitive Data in a Shared Enterprise Database

Utilizing Field Level Security in Microsoft Dynamics CRM 2011 When a business contact changes their address, how many places do you have to go to update that information? Is it multiple databases and Excel files? Many organizations continue to organize, consolidate, and … Continue reading

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